OZ Belpointe PREP (OZ) Insider Trading, Ownership & Congress Trades
Real Estate · Real estate · CIK 0001807046
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
9
13F, latest reported quarter
Belpointe PREP insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Belpointe PREP, LLC in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
no insider purchases or sales on record
0 transactions on record
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
9 funds bought in last quarter
below 89% of Real Estate
Revenue
+243.4% year over year
the highest in Real Estate
Margin
-435.9% net margin
below 98% of Real Estate
Buybacks
no share repurchases reported
Short interest
2.9% of the float short (float per yahoo 2026-10-26) · 4.5 days to cover · settled 2026-09-30
more than 80% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch OZ
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
Who owns OZ: institutional holders (13F)
13F holdings, latest reported quarter
235,002 sh
$10.6M
217,600 sh
$9.9M
94,077 sh
$4.3M
88,722 sh
$4.0M
Congress trades in OZ
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
OZ planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
OZ mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Victory Extended Market Index Fund
$20.3K position · as of 2026-07-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 9 funds added last quarter. Each figure is a federal filing, dated the day it went public.
OZ financials
Revenue growth
+243.4%
XBRL, annual
Net margin
-435.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.0M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM OZ
| FY Dec 2025 | $9.2M |
| FY Dec 2024 | $2.7M |
| FY Dec 2023 | $2.3M |
| FY Dec 2022 | $1.4M |
| FY Dec 2021 | $997.0K |
| Jun 2026 | $5.4M |
| Mar 2026 | $4.2M |
| Dec 2025 | $3.1M |
| Sep 2025 | $2.4M |
| Jun 2025 | $2.0M |
| Mar 2025 | $1.7M |
| Dec 2024 | $1.1M |
| Sep 2024 | $860.0K |
At each fiscal year end
Single quarter
Net margin, TTM
-290.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM OZ
| FY Dec 2025 | -435.9% |
| FY Dec 2024 | -891.8% |
| FY Dec 2023 | -636.7% |
| FY Dec 2022 | -552.3% |
| FY Dec 2021 | n/a |
| Jun 2026 | -172.2% |
| Mar 2026 | -251.8% |
| Dec 2025 | -380.8% |
| Sep 2025 | -509.3% |
| Jun 2025 | -381.0% |
| Mar 2025 | -495.6% |
| Dec 2024 | -751.9% |
| Sep 2024 | -805.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
3.82x
long-term 2026-06-30 plus current 2024-09-30 (21 months older than the period end); equity 2021-09-30
Debt to equity OZ
| FY Dec 2025 | 3.57x |
| FY Dec 2024 | 2.43x |
| FY Dec 2023 | 0.32x |
| FY Dec 2022 | 0.15x |
| FY Dec 2021 | 0.15x |
| Jun 2026 | 3.82x |
| Mar 2026 | 3.77x |
| Dec 2025 | 3.57x |
| Sep 2025 | 3.44x |
| Jun 2025 | 3.13x |
| Mar 2025 | 2.79x |
| Dec 2024 | 2.43x |
| Sep 2024 | 1.99x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.09x
TTM operating cash flow over long-term 2026-06-30 plus current 2024-09-30 (21 months older than the period end)
Cash flow to debt OZ
| FY Dec 2025 | -0.10x |
| FY Dec 2024 | -0.08x |
| FY Dec 2023 | -0.29x |
| FY Dec 2022 | -0.62x |
| FY Dec 2021 | -0.21x |
| Jun 2026 | -0.09x |
| Mar 2026 | -0.09x |
| Dec 2025 | -0.10x |
| Sep 2025 | -0.08x |
| Jun 2025 | -0.08x |
| Mar 2025 | -0.07x |
| Dec 2024 | -0.08x |
| Sep 2024 | -0.07x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-118.5%
TTM net income over average of 2020-09-30 and 2021-09-30
Return on equity OZ
| FY Dec 2025 | -108.6% |
| FY Dec 2024 | -64.7% |
| FY Dec 2023 | -38.9% |
| FY Dec 2022 | -20.8% |
| FY Dec 2021 | -8.5% |
| Jun 2026 | -118.5% |
| Mar 2026 | -114.1% |
| Dec 2025 | -108.6% |
| Sep 2025 | -99.2% |
| Jun 2025 | -85.1% |
| Mar 2025 | -77.2% |
| Dec 2024 | -64.7% |
| Sep 2024 | -53.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-7.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets OZ
| FY Dec 2025 | -7.4% |
| FY Dec 2024 | -5.3% |
| FY Dec 2023 | -3.9% |
| FY Dec 2022 | -2.2% |
| FY Dec 2021 | -1.7% |
| Jun 2026 | -7.8% |
| Mar 2026 | -7.6% |
| Dec 2025 | -7.4% |
| Sep 2025 | -6.9% |
| Jun 2025 | -6.1% |
| Mar 2025 | -5.8% |
| Dec 2024 | -5.3% |
| Sep 2024 | -4.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
no close on file at or before the as-of date
P/E, trailing OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no close on file at or before the as-of date
Enterprise value OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no close on file at or before the as-of date
FCF yield OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
no close on file at or before the as-of date
PEG, trailing OZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $9.2M | $2.7M | $2.3M | $1.4M |
| Net income | -$40.0M | -$23.9M | -$14.4M | -$7.7M |
| EPS (diluted) | -10.72 | -6.56 | -4.04 | -2.25 |
| Operating cash flow | -$25.2M | -$13.7M | -$6.9M | -$6.7M |
| Cash | $24.3M | $24.7M | $20.1M | $143.5M |
| Long-term debt | $260.6M | $177.0M | $19.7M | n/a |
SEC XBRL, fiscal years, as known on 2026-10-28
OZ Stock Sonar score 5/7 axes
Find similar shapesCompareOZ ranks highest on growth (99th percentile) and risk and compliance (78th), and lowest on profitability (6th), among Real Estate peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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